LNC Lincoln National Corporation

Voya Investment Management and Kempner Capital Management both reduced their holdings in Lincoln National stock during the third quarter, as revealed by their recent 13F filings. Voya's stake decreased by about 26%, while Kempner trimmed its position by 48.5%, indicating a reduction in exposure to the life insurer. Lincoln National shares have been trading near a 12-month high, and analysts are split on the stock, with a consensus "Hold" rating.

Lincoln National (LNC) recently introduced a new Capital Group ETF indexed account for its fixed indexed annuities, combining equity exposure with downside protection, coinciding with improving sentiment and a significant year-to-date share price return of 44.5%. Despite this rebound, the stock remains modestly overvalued at $46.01 compared to a narrative fair value of $44, suggesting that while momentum is strong, the market may already be pricing in future growth. The article also highlights that while the narrative suggests overvaluation, the company's P/E ratio of 4.3x compared to peers' 12.7x hints at potential upside if sentiment normalizes, though lingering legacy variable annuity exposure poses risks.

Lincoln National Corporation (LNC) stock reached a new 52-week high of $46.68, reflecting significant recovery and 57.12% growth over the past year. Despite a revenue miss, the company exceeded Q3 2025 earnings expectations, maintaining a 3.9% dividend yield and announcing a new Chief AI Officer. InvestingPro suggests the stock is undervalued with a low price-to-earnings ratio of 4.14.

Lincoln National Corporation (LNC) stock reached a new 52-week high of $46.68, reflecting a 57.12% increase over the past year. Despite facing a challenging economic environment, the company shows robust investor confidence, a low price-to-earnings ratio of 4.14, and maintains a healthy 3.9% dividend yield. Recent positive news includes exceeding Q3 2025 earnings expectations, a new dividend declaration, and Mizuho initiating coverage with an Outperform rating.

Lincoln National (LNC) has seen a significant share price rebound, up 16% in the past month and over 45% year-to-date, driven by an improving balance sheet and steadier earnings outlook. While the stock's current price of $46.21 is slightly above the consensus analyst fair value of $44, indicating a 5% overvaluation by some measures, its P/E ratio of 4.3x is substantially lower than the industry average of 13.5x, suggesting potential undervaluation or high-risk pricing. The article encourages investors to conduct their own research, considering both the optimistic outlook and potential risks like lingering variable annuity exposure.

Lincoln National Corp. (LNC) stock outperformed its competitors on a strong trading day. The article also provides a brief update on Unity Software's (U.US) fourth-quarter earnings, which reported revenue of $609 million, exceeding estimates, and a quarterly loss of 66 cents per share.